Reports & P&L

Effici gives you real-time visibility into your business finances — from individual project profitability to company-wide revenue and VAT reporting.

Project P&L

Every project has its own profit and loss view. Open a project and go to the P&L tab to see:

  • Revenue — total billable value (from quotes/orders)
  • Costs — staff time (at cost rates) + direct expenses
  • Gross profit — revenue minus costs
  • Margin % — gross profit as a percentage of revenue

The project P&L updates in real time as you log time and expenses. You can see at any point whether a project is on track to hit its margin target.

Recognised vs. invoiced revenue

Effici distinguishes between:

  • Invoiced revenue — what you've actually invoiced the client
  • Recognised revenue — the value of work completed (useful for WIP reporting)

For time-and-materials projects, recognised revenue is the value of all billable hours logged. For fixed-price projects, you define the recognition method.

Company revenue report

Go to Reports → Revenue to see revenue across all clients and projects for any period:

  • Filter by client, project, or team member
  • View by month, quarter, or custom date range
  • Break down by invoice date or recognition date
  • Export to CSV for your accountant

VAT report

Reports → VAT summarises the VAT collected on your invoices for any period. This is the report to hand to your accountant at each VAT period:

  • Total net sales
  • Total VAT collected (by rate)
  • Grand total

You can filter by VAT period and export to CSV.

Accounts receivable

Reports → Receivables shows all outstanding invoices grouped by client:

  • Overdue invoices (with days overdue)
  • Total outstanding per client
  • Ageing breakdown (0–30 days, 31–60, 61–90, 90+)

Use this report to prioritise payment chasing.

Team utilisation

Reports → Utilisation shows how your team's time is split between billable and non-billable work over any period. Track billability rates by person and identify capacity.

Export

All reports can be exported to CSV. The export includes all columns shown on screen plus additional fields useful for accounting software.

Related